http://new.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 03 Mar 2026 13:15:34 +0000 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://new.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/ASM+rises+after+posting+Q4+beat%2C+strong+2026+outlook/26099671.html <p>Investing.com -- ASM International reported stronger-than-expected fourth-quarter revenue and projected higher sales through 2026, sending its U.S. ADRs higher in Tuesday trading. </p><p dir="ltr">After falling earlier in the session to $773.05, the stock reversed sharply and was recently up 1.4% at $842.63, compared with Monday’s close of $831.</p><p dir="ltr">Q4 revenue came in at €698 million, above guidance of €630–660 million and the consensus expectation of €697.92 million, though down 7% year over year at constant currency. </p><p dir="ltr">Orders rebounded to €803 million, helped by stronger advanced logic and foundry demand and a late-quarter pickup from Chinese customers. Gross margin held http://www.streetinsider.com/Investing/ASM+rises+after+posting+Q4+beat%2C+strong+2026+outlook/26099671.html Tue, 03 Mar 2026 13:15:34 +0000 ASMIY http://www.streetinsider.com/Hot+List/ASM+International+seen+guiding+for+Q1+rebound+after+pre-announced+Q4/26094969.html <p>Investing.com -- ASM International NV (OTC: ASMIY) is expected to signal a sequential recovery when it reports fourth-quarter results on March 3, with investors focused on its first-quarter outlook and commentary on the second half of 2026.</p><p>The Dutch chip equipment maker pre-announced fourth-quarter bookings of about €800 million and revenue of €698 million on Jan. 12, shifting attention to guidance for the March quarter and the pace of recovery through the year.</p><p>Morgan Stanley expects first-quarter 2026 revenue of €776 million, up 11% from the prior quarter, followed by €878 million in the second quarter, up 13% sequentially. Even so, first-half http://www.streetinsider.com/Hot+List/ASM+International+seen+guiding+for+Q1+rebound+after+pre-announced+Q4/26094969.html Mon, 02 Mar 2026 22:00:00 +0000 ASMIY http://www.streetinsider.com/Hot+List+Pro/ASM+International+seen+guiding+for+Q1+rebound+after+pre-announced+Q4/26094969.html <p>Investing.com -- ASM International NV (OTC: ASMIY) is expected to signal a sequential recovery when it reports fourth-quarter results on March 3, with investors focused on its first-quarter outlook and commentary on the second half of 2026.</p><p>The Dutch chip equipment maker pre-announced fourth-quarter bookings of about €800 million and revenue of €698 million on Jan. 12, shifting attention to guidance for the March quarter and the pace of recovery through the year.</p><p>Morgan Stanley expects first-quarter 2026 revenue of €776 million, up 11% from the prior quarter, followed by €878 million in the second quarter, up 13% sequentially. Even so, first-half http://www.streetinsider.com/Hot+List+Pro/ASM+International+seen+guiding+for+Q1+rebound+after+pre-announced+Q4/26094969.html Mon, 02 Mar 2026 22:00:00 +0000 ASMIY http://www.streetinsider.com/Investing/ASM+International+new+orders+fall+4%25+in+Q2+amid+mixed+market+conditions/25080712.html <p>Investing.com -- ASM International reported a 4% year-on-year decline in new orders in the second quarter of 2025, as mixed market conditions weighed on demand across segments. </p> <p dir="ltr">New orders fell to €702.5 million at constant currencies, down 10% from the first quarter, largely due to lower advanced logic/foundry bookings.</p> <p dir="ltr">The company added that the “y-o-y decrease was mainly due to the lumpy nature of quarterly order intake and compared to a relatively high memory contribution in Q2 2024.”</p> <p dir="ltr">“The market environment continued to show a mixed picture in the second quarter,” said ASM CEO Hichem M’Saad. </p> <p dir="ltr">While AI-related demand supported growth http://www.streetinsider.com/Investing/ASM+International+new+orders+fall+4%25+in+Q2+amid+mixed+market+conditions/25080712.html Tue, 22 Jul 2025 12:47:49 +0000 ASMI ASMIY http://www.streetinsider.com/Investing/ASM+International+new+orders+fall+4%25+in+Q2+amid+mixed+market+conditions/25080712.html <p>Investing.com -- ASM International reported a 4% year-on-year decline in new orders in the second quarter of 2025, as mixed market conditions weighed on demand across segments. </p> <p dir="ltr">New orders fell to €702.5 million at constant currencies, down 10% from the first quarter, largely due to lower advanced logic/foundry bookings.</p> <p dir="ltr">The company added that the “y-o-y decrease was mainly due to the lumpy nature of quarterly order intake and compared to a relatively high memory contribution in Q2 2024.”</p> <p dir="ltr">“The market environment continued to show a mixed picture in the second quarter,” said ASM CEO Hichem M’Saad. </p> <p dir="ltr">While AI-related demand supported growth http://www.streetinsider.com/Investing/ASM+International+new+orders+fall+4%25+in+Q2+amid+mixed+market+conditions/25080712.html Tue, 22 Jul 2025 12:47:49 +0000 ASMI ASMIY http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/General+News/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/General+News/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/General+News/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/General+News/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/General+News/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/General+News/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/General+News/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/General+News/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/General+News/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/General+News/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA http://www.streetinsider.com/General+News/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/General+News/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 +0000 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA